When the tasks, moves or contacts associated with the step have been completed and the strategy has moved to the next step, the status is marked completed.

This category in Davie includes appeals, marketing efforts, general correspondence, acknowledgments (stewardship), receipts, event invitations.

A restriction that limits communication to a constituent through a specified medium, such as email, telephone, or postal mail.

A board or committee such as Board of Visitors, Board of Trustees, class reunion committee. Committee records maintain names of all members linked.

A batch that has been “committed” for entry in the constituent database; all records are now updated with new gift information. This does not mean the transactions have been posted to the financial system.

Used to steward a donor who has a documented planned gift or during a multiple year pledge payment period.

The act of creating gifts in the database that have been entered through batch.

The department/school where a constituent received their degree. (Such as KFBS, Law, Public Health)

Document(s) intended for marketing to a constituent or to a prospect.

A channel is a method of soliciting a constituent or a prospect in direct marketing.  Examples of channels include mail, phone and email.